IE
Insider Edges

SL ADVISORS, LLC 13F portfolio summary

SL ADVISORS, LLC of SL ADVISORS, LLC has 32 current stock holdings with a reported portfolio value of $57.2M. The portfolio 1 year return is +20.41%. Top holdings include ET (15.85%), NEXT (10.89%), WMB (8.35%), TRGP (8.14%), USAI (7.62%).

Back to investors

SL ADVISORS, LLC 13F Portfolio

SL ADVISORS, LLC
Latest SEC 13F filing: 2026-06-30

SL ADVISORS, LLC runs SL ADVISORS, LLC and currently holds 32 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $57.16M. Their top holdings are ET, NEXT, WMB, TRGP, USAI. The top five represent 50.8% of reported portfolio weight. SL ADVISORS, LLC ranks #493 out of 1000 investors tracked by Alpha Score. They added to 3 existing positions. They trimmed 24 positions. Their current best-performing preview position is SPY with returns of +14.83%.

Sign in to enable email alerts for this investor.
Top 5 Holdings
ET15.9%
NEXT10.9%
WMB8.3%
TRGP8.1%
USAI7.6%
Top 5: 50.8%
Portfolio Returns
1 Year
+20.41%
#657/1000
3 Year
+58.76%
#637/1000
5 Year
+92.06%
#329/1000

Portfolio Value

$57.16M

Alpha Score

58.4

#493 of 1000

Holdings

32

Showper page

SL ADVISORS, LLC Current 13F Holdings

Reported holdings from SL ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.

32 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
ET
ENERGY TRANSFER LP
15.85%$16.76$20.72+23.63%
Added
+11.51%
NEXT
NEXTDECADE
10.89%$5.43$6.62+21.92%
Trimmed
-16.37%
WMB
WILLIAMS COMPANIES
8.35%$60.11$72.67+20.90%
Trimmed
-2.33%
TRGP
TARGA RESOURCES CORP
8.14%$184.50$286.71+55.40%
Trimmed
-0.53%
USAI
PACER AMERN ENERGY INDEPENDENCE ETF
7.62%$38.15$45.09+18.19%
Trimmed
-0.12%
LNG
CHENIERE ENERGY INC
7.29%$194.39$278.19+43.11%
Trimmed
-0.46%
OKE
ONEOK INC
5.80%$73.50$89.80+22.18%
Trimmed
-2.26%
EPD
ENTERPRISE PRODS PART LP
4.59%$32.06$36.07+12.49%
Trimmed
-0.55%
KNTK
KINETIK HOLDINGS
2.96%$36.05$53.48+48.34%
Trimmed
-0.64%
BRK-B
BERKSHIRE HATHAWAY CLASS B
2.89%$499.62$515.44+3.17%
Trimmed
-8.08%

Showing 1-10 of 32